Intro Overview ArborNote Desktop App

DASHBOARD TAB VIEW:

Once you log into the desktop app, you will automatically be taken to the main dashboard view. This will be a snapshot of all your recent activity. 

PROJECTS TAB VIEW:

You have the option for the list view or calendar view. The calendar view allows you to create estimator appointments. Click the three bar menu in the top left-hand corner for more settings features. 

SALES TAB VIEW:

This is where you can easily access your proposals, plans, and sales dashboard. 

OPERATIONS TAB VIEW:

Based on your subscription level, some features may or may not be available. This tab is where you can manage and schedule all your work orders. 

SETTINGS MENU VIEW:

Access User Details, Account Details, Manage GTC, Manage PHC, Manage Users, and our Help Desk